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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,769 | $59,267-58.2% | $96,575-74.4% | $79,393-68.8% |
| Participation rate | 51.4% | 61.9%-10.5pp | 69.8%-18.4pp | 70.7%-19.3pp |
| Annual return | 20.36% | 27.08%-6.7pp | 37.79%-17.4pp | 116.87%-96.5pp |
| Employer contribution / active EE | $64 | $1,216-94.7% | $2,357-97.3% | $2,428-97.4% |
| Participant deferral / active EE | $2,860 | $2,947-3.0% | $3,849-25.7% | $4,046-29.3% |
| Admin fee / account holder | $202 | $659-69.3% | $6,182-96.7% | $627-67.7% |